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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    BlueMind

    Score10 out of 10
    N/ABlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The application is a CRM platform, database and risk management tool. Compliance is built into the system and it generated as the agent turns the lead into a client. The tool suite is designed to replace legacy…

    $19.99

    per user/per month

    Copper

    Score8.6 out of 10
    N/ACopper is a customer relationship management (CRM) built as an integration into Google Apps.

    $12

    per month per user

    Pricing
    BlueMindCopper
    Editions & Modules
    Beginner
    $19.99
    per user/per month
    Advanced
    $49.99
    per user/per month
    Enterprise
    Please Contact Us
    Starter - Paid Annually
    $9.00
    per month per user
    Basic - Paid Annually
    $23.00
    per month per user
    Professional - Paid Annually
    $59.00
    per month per user
    Business - Paid Annually
    $99.00
    per month per user
    Offerings
    Pricing Offerings
    BlueMindCopper
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsThere is an additional 25%+ discount for annual licensingUp to 15% discount for annual pricing.
    More Pricing Information
    Community Pulse
    BlueMindCopper
    Considered Both Products
    BlueMind
    No answer on this topic
    Copper
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    90%
    Would buy again
    47 Answers
    Delivers good value for the price
    No answers on this topic
    91%
    Delivers good value for the price
    42 Answers
    Happy with the feature set
    No answers on this topic
    87%
    Happy with the feature set
    45 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    91%
    Lived up to sales and marketing promises
    39 Answers
    Implementation went as expected
    No answers on this topic
    94%
    Implementation went as expected
    44 Answers
    Features
    BlueMindCopper
    Sales Force Automation
    Comparison of Sales Force Automation features of BlueMind and Copper CRM
    Feature
    BlueMind
    -
    Ratings
    Copper CRM
    5.5
    61 Ratings
    35% below category average
    Customer data management / contact management00 Ratings7.359 Ratings
    Workflow management00 Ratings7.357 Ratings
    Territory management00 Ratings5.04 Ratings
    Opportunity management00 Ratings8.456 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings7.261 Ratings
    Contract management00 Ratings5.29 Ratings
    Quote & order management00 Ratings2.07 Ratings
    Interaction tracking00 Ratings6.057 Ratings
    Channel / partner relationship management00 Ratings1.07 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of BlueMind and Copper CRM
    Feature
    BlueMind
    -
    Ratings
    Copper CRM
    1.4
    10 Ratings
    138% below category average
    Case management00 Ratings1.29 Ratings
    Call center management00 Ratings1.55 Ratings
    Help desk management00 Ratings1.67 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of BlueMind and Copper CRM
    Feature
    BlueMind
    -
    Ratings
    Copper CRM
    5.7
    47 Ratings
    30% below category average
    Lead management00 Ratings6.944 Ratings
    Email marketing00 Ratings4.537 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of BlueMind and Copper CRM
    Feature
    BlueMind
    -
    Ratings
    Copper CRM
    5.9
    58 Ratings
    26% below category average
    Task management00 Ratings8.656 Ratings
    Billing and invoicing management00 Ratings1.75 Ratings
    Reporting00 Ratings7.452 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of BlueMind and Copper CRM
    Feature
    BlueMind
    -
    Ratings
    Copper CRM
    7.7
    54 Ratings
    1% above category average
    Forecasting00 Ratings7.337 Ratings
    Pipeline visualization00 Ratings8.551 Ratings
    Customizable reports00 Ratings7.246 Ratings
    Customization
    Comparison of Customization features of BlueMind and Copper CRM
    Feature
    BlueMind
    -
    Ratings
    Copper CRM
    4.4
    57 Ratings
    54% below category average
    Custom fields00 Ratings7.356 Ratings
    Custom objects00 Ratings3.412 Ratings
    Scripting environment00 Ratings4.13 Ratings
    API for custom integration00 Ratings3.036 Ratings
    Security
    Comparison of Security features of BlueMind and Copper CRM
    Feature
    BlueMind
    -
    Ratings
    Copper CRM
    8.3
    49 Ratings
    1% below category average
    Single sign-on capability00 Ratings8.712 Ratings
    Role-based user permissions00 Ratings7.948 Ratings
    Social CRM
    Comparison of Social CRM features of BlueMind and Copper CRM
    Feature
    BlueMind
    -
    Ratings
    Copper CRM
    2.0
    12 Ratings
    116% below category average
    Social data00 Ratings2.012 Ratings
    Social engagement00 Ratings2.07 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of BlueMind and Copper CRM
    Feature
    BlueMind
    -
    Ratings
    Copper CRM
    2.6
    39 Ratings
    97% below category average
    Marketing automation00 Ratings4.239 Ratings
    Compensation management00 Ratings1.01 Ratings
    Platform
    Comparison of Platform features of BlueMind and Copper CRM
    Feature
    BlueMind
    -
    Ratings
    Copper CRM
    8.3
    49 Ratings
    9% above category average
    Mobile access00 Ratings8.349 Ratings
    Best Alternatives
    BlueMindCopper
    Small Businesses
    No answers on this topic
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    Kintone
    Score9.7 out of 10
    Enterprises
    No answers on this topic
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    BlueMindCopper
    Likelihood to Recommend
    6.0
    (1 ratings)
    8.7
    (64 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.2
    (1 ratings)
    Usability
    -
    (0 ratings)
    8.7
    (54 ratings)
    Support Rating
    -
    (0 ratings)
    8.2
    (12 ratings)
    User Testimonials
    BlueMindCopper
    Likelihood to Recommend
    BlueMind
    BlueMind is exactly what you would expect from a SaaS CRM solution. It's fast and responsive with a modern design and connects to many existing systems. This is great for a workforce that is remote or we share the data with many users/stakeholders. However, because our business has multiple uses for a CRM, BlueMind isn't as customizable as some of the larger offerings
    Incentivized
    Read full review
    Copper
    If you need to track contract expiration dates of your clients or your prospects that you're trying to sell - Copper is your tool. If you want to track specific products, solutions, vendors, etc. Copper can do it. I use it to track many brands of IT products and services with the use of custom fields to track which prospects/clients have any number of these items. Rather than taking notes, I can select the product from a drop down list that I created VERY EASILY within Copper.
    Read full review
    Pros
    BlueMind
    • Transparency - compliance
    • Dashboards
    • Client management
    Incentivized
    Read full review
    Copper
    • Allows for contacts to be synced and organized directly from Gmail.
    • Gives a flexible style and customizable settings to match our company's specific needs.
    • Does a great job of helping us keep track of projects. We easily created a customized "Status" field with several status options that help us update the many phases of our project.
    Incentivized
    Read full review
    Cons
    BlueMind
    • Automation can be a bit more robust, still requires a bit of fixing to make it work consistently
    • Target estimations are not very deep
    • Dashboards could be more customizable for different use cases.
    Incentivized
    Read full review
    Copper
    • Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
    • I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting
    Read full review
    Likelihood to Renew
    BlueMind
    No answers on this topic
    Copper
    It is good value for money
    Incentivized
    Read full review
    Usability
    BlueMind
    No answers on this topic
    Copper
    Copper is simple to use and it's simple to figure out the additional functionality you may need or want to use. There are a lot of support articles and the support itself is great. But it's also fairly simple to figure out on your own. It integrates easily with Google Workspace as well.
    Incentivized
    Read full review
    Support Rating
    BlueMind
    No answers on this topic
    Copper
    There have been a few times when I contacted the "help desk" or "support team" and they just told me to watch a video or join a seminar to learn what I am looking to do. I would have expected someone to take a few minutes and literally walk me through the steps one by one until either I figured it out or accomplished the goal of my request.
    Read full review
    Alternatives Considered
    BlueMind
    BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately.
    Incentivized
    Read full review
    Copper
    We selected Copper over these other CRMs mainly because of its ability to integrate with Google Workspace. Members of our team have used Salesforce in the past and found it to be a nightmare to work with/on. Candidly, Copper doesn't fill all of our needs so we supplement that with the use of Asana.
    Incentivized
    Read full review
    Return on Investment
    BlueMind
    • Much more functional than a traditional database
    • Dashboards provides a great single-source information for reporting
    • Client management ensures stakeholders are connected
    Incentivized
    Read full review
    Copper
    • Copper has simplified our CRM and makes it easy for the sales team to keep track of leads and opportunities.
    • Copper has allowed us to save money as it is a fairly competitively priced platform.
    • Copper has simplified our workflow, allowing us to work more efficiently and save time from tedious data entry.
    Incentivized
    Read full review
    ScreenShots